Social Security is the foundation of retirement security in America. One of the key financial decisions facing retirees is when to claim Social Security benefits. While these benefits are available as early as age 62, claiming later permanently raises benefits, with the maximum benefits available to those who claim at age 70. Most people, however, do not claim Social Security at their optimal age, usually because they claim too early. In this workshop, we’ll cover the basics of Social Security, and help you understand optimal filing strategies.
Wednesday, March 3rd at 12:00 pm CST
Paul is the President and founder of Paul Winkler, Inc., a registered investment advisory firm located in Goodlettsville, Tennessee. Paul began his career in the financial services industry in 1989 through—like countless others—insurance and mutual fund sales.
After discovering the academic research on investing, he was compelled to start his own business. “With my new understanding of investing, I could no longer, in good conscience, work for the broker-dealer selling products. I wanted to offer clients an investing experience unlike what they would find elsewhere, where they wouldn’t feel sold to, but instead would be coached to understand investing.”
Paul’s unique approach to the world of investing and financial planning stems from his strong belief that the traditional approach to the discipline is often driven more by marketing and sales of financial products than it is by sound investment philosophies. Paul is the author of the book “Above the Maddening Crowd” which is endorsed by many financial teachers and university professors around the country.
* This workshop is provided for educational purposes only. Insurance Services of Tennessee and Kentucky is not affiliated with Paul Winkler Inc. (“PWI”). PWI often refers and recommends other businesses to clients which may benefit them or assist with a need. PWI does not accept commissions or any benefit from such referrals in any event. Clients of PWI are free to use whichever providers they prefer. PWI shall not be responsible for any recommendations, information, acts or inaction of any unaffiliated providers.